Maili Wong
Senior Portfolio Manager, Senior Wealth Advisor & Board Member at Wellington-Altus Private Wealth at The Wong Group at Wellington-Altus Private Wealth- Claim this Profile
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Bio
Art Gorman
I worked with Maili at Merrill Lynch. There she was a "Standout", one I would describe as first among her peers. She was considered one of our most solid performers. She is smart, people and detail oriented and an absolute pleasure to be be around. I am not at all surprised at her continued success.
Art Gorman
I worked with Maili at Merrill Lynch. There she was a "Standout", one I would describe as first among her peers. She was considered one of our most solid performers. She is smart, people and detail oriented and an absolute pleasure to be be around. I am not at all surprised at her continued success.
Art Gorman
I worked with Maili at Merrill Lynch. There she was a "Standout", one I would describe as first among her peers. She was considered one of our most solid performers. She is smart, people and detail oriented and an absolute pleasure to be be around. I am not at all surprised at her continued success.
Art Gorman
I worked with Maili at Merrill Lynch. There she was a "Standout", one I would describe as first among her peers. She was considered one of our most solid performers. She is smart, people and detail oriented and an absolute pleasure to be be around. I am not at all surprised at her continued success.
Credentials
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Family Enterprise Advisor (FEA)
Family Enterprise XchangeJan, 2015- Sep, 2024 -
Certified Financial Planner (CFP)
FP CanadaJan, 2007- Sep, 2024 -
Chartered Financial Analyst (CFA) Program
CFA InstituteJan, 2004- Sep, 2024
Experience
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The Wong Group at Wellington-Altus Private Wealth
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Canada
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Financial Services
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1 - 100 Employee
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Senior Portfolio Manager, Senior Wealth Advisor & Board Member at Wellington-Altus Private Wealth
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Sep 2019 - Present
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Smart Risk: Invest Like the Wealthy to Achieve a Work-Optional Life
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Canada
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Financial Services
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Bestselling Author
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Mar 2016 - Present
www.smartriskinvesting.com Investing is risky, and successful investors know what it means to take “smart risks.” In Smart Risk, I share the techniques I have developed in my time as a portfolio manager through the power of storytelling, to help Canadians build an investment strategy and roadmap leading to a Work-Optional Life – having the freedom to live the lifestyle you choose, regardless of market conditions. Smart Risk helps investors overcome a number of common fears including outliving their capital, investing in volatile markets and even the fear or risk itself. How? The Smart Risk Investing approach balances art and science in a process for making financial decisions that continually stack the odds in your favor - to increase your chance of successfully reaching your financial purpose and goals. It often involves adjusting your mind-set and recognizing the internal biases that may be holding you back from achieving long term financial success. In Smart Risk, I show how to achieve your financial purpose with my Smart Risk Investing Roadmap. The roadmap builds a foundation based on 5 P’s: Purpose, People, Plan, Perspective, and Positive Action. Available on Amazon.ca and Amazon.com. Show less
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Community
